Latest threads in Quicken Personal Financeshow only best voted threads
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How to use business days in Portfolio
Q2009 Premier. In Portfolio tab under Investing, I have a view for recent performance, with columns for the gain/loss for the day, month, 3-month, etc. Problem is the day change seems to use calendar...
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14 years ago
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ATM Withdrawals and Cash Expenditures
I'm tracking all my cash expenditures in Quicken. When I withdraw money from my ATM, it appears as a deduction from my savings account when I do online updates with my bank -- perfect. But what I'd...
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14 years ago
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Does Validate Write to a Data Log if No Errors Found?
I'm using Q2008 H&B. When I run Validate, the routine seems to run to completion but doesn't report any information (errors found or no errors found). When I look in the data_log.txt or OLD_LOGS.TXT...
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14 years ago
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Hey R.C. White and other Quicken/Tax Gurus!
See a post I added today (8/21/2009) to the thread " Estimated tax payments in Quicken". question concerning asset accounts and estimated tax payments.
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14 years ago
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Managing a Bond Ladder in Quicken 2009
I own a bond ladder, funded with a cash / sweep account. I know how to record new bond purchases, and automatically deduct the purchase costs from the cash account. The cash account (which is held in...
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14 years ago
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2 Properties, 1 Loan
I mortgaged 2 rental properties. Is there any way to set up a loan to get Quicken to automatically spread the principal, interest and escrow account payment to two different tags/accounts? Using Q2008...
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14 years ago
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Changing Brokers
My investment accounts have moved from one brokerage to another. I would like to carry forward all transactions from the prior brokerage to the new one to maintain a full transaction history. What's...
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14 years ago
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How do I get out of this pickle?
I run Q09 under XP on a Mac under VMWare Fusion virtualization software. Each quarter I bring everything up to date and print out a net worth statement ... I have them going baqck at least 10-15...
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14 years ago
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Issues with Windows 7 and Quicken 2008
Has anyone else been trying out the Windows 7 RC and been experiencing issues when downloading files from an online banking account into Quicken? Most of the time this works splendidly but every so...
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14 years ago
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Price Histories
For some reason, I have lost the price histories associated with some of my mutual funds, but not all in Quicken 2009 HAB (Cdn version). I have to re-enter the price histories, one date at a time. I...
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14 years ago
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Working with categories -automatically assign
Hi, I'm trying to automatically assign categories to my transactions. Example: Electric company >>> Assign to home|utilities|electric. I see where Quicken can assign them automatically per: this link...
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14 years ago
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Backup file name
I use Quicken Deluxe 2009. My backup files are named: Qdata_20090528_20090716_20090723_20090725_20090731_etc. etc. etc. How in the world can I get rid of all this junk in the file name. Date modified...
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14 years ago
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AmEx Warning!
I'm surprised they didn't issue you a new account. That's what my other cards do when that has happened to me in the past. With one credit card company I'm on my fourth account due to this already!...
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14 years ago
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Online Update displays "Financial Institutions" w/ a blank checkbox
Q 2008 D One of my FI’s refuses to update. If I try to update that one FI, the “Online Update for this account” "One Step Update Settings" window displays a single line. At the far left is an...
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14 years ago
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Deleting a Payee
Hi, I have some old Payee's which are now obsolete. Can I delete them from the Payee list with no adverse effects? Will the ledger be effected? Like when I RMB|Payments_Made_to? TIA
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14 years ago
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